LULU

fuckthis_job

I think you'd be better off betting on specific companies as opposed to the market as a whole. I personally like AMZN, WMT, W, LULU, and NKE

plznodownvotes

Holding 335 shares of LULU at $188 🥵

SaltyRedditTears

>Copilot’s answer My highest‑conviction sub‑$50B pick for 2026: GlobalFoundries (NASDAQ: GFS) Thesis (one‑liner): A specialty semiconductor foundry with improving margins, strong cash generation, and multi‑year U.S./EU capacity build‑outs that directly benefit from re‑shoring and AI/automotive demand—yet the stock is still down year‑over‑year and well below prior highs.  >Deepseek’s answer: 🎯 Two Analyst-Picked Small-Cap Ideas for 2026 1. Opera Limited (OPRA) · Market Cap: ~$1.28 billion · Thesis: The Norway-based browser company is seen as well-positioned for long-term secular growth in digital advertising. Analyst Eric Sheridan notes it has "sustained double-digit % growth" potential, driven by product innovation in AI, commerce, and gaming. Despite strong fundamentals, the stock was down 20% year-to-date at the time of the report due to investor preference for larger companies, presenting a potential opportunity. · Recent Performance: The stock had underperformed, creating what the analyst called an "asymmetric idea". 2. ACV Auctions (ACVA) · Market Cap: ~$1.42 billion · Thesis: This online wholesale vehicle marketplace is leveraged to the long-term shift of auto sales from offline to digital. Goldman's thesis highlights ACV's potential for territory expansion, increasing customer wallet share, and product innovation driven by AI. The stock faced short-term headwinds, with its price down significantly for the year. · Recent Performance: The stock declined following a reduction in its annual revenue guidance. >grok’s answer Lululemon Athletica (LULU) stands as my highest conviction stock pick under $50B market cap for 2026 that hasn't run up yet. Market Cap — ~$25 billion (as of late 2025 data). 2025 Performance — The stock dropped about 50% due to temporary headwinds: product missteps, softer North American sales, and a CEO transition. It lagged the broader market rally, which focused on AI and large-cap tech. >qwen’s answer conclusion:%20Highest%20Conviction%20%3C50B%20Pick%20for%202026**%0A%0A**Arcellx%20(ACLX)**%20uniquely%20checks%20every%20box%3A%0A%E2%9C%85%20%3C$50B%20market%20cap%20%20%0A%E2%9C%85%20%3C50%25%20YOY%20gain%20in%202025%20%20%0A%E2%9C%85%20Clear,%20high-impact%202026%20catalyst%20(PDUFA)%20%20%0A%E2%9C%85%20Best-in-class%20technology%20with%20a%20wide%20moat%20%20%0A%E2%9C%85%20Massive%20TAM%20expansion%20beyond%20myeloma%20%20%0A%E2%9C%85%20Strong%20balance%20sheet%20&%20management%20%20%0A%E2%9C%85%20Asymmetric%20risk/reward%0A%0AIf%20you%E2%80%99re%20looking%20for%20a%20**catalyst-driven,%20under-the-radar%20biotech**%20with%20blockbuster%20potential%20that%20*hasn%E2%80%99t*%20been%20bid%20up%20by%20momentum%20traders,%20**ACLX%20is%20the%20highest-conviction%20idea**%20for%202026.

A55BAG

NVO, LULU, PTON all down this year and fatties everywhere 🤬🤬

daedalus_dance

This feels like last year in that we go into January with a lot of optimism despite absolutely crazy negative shit happening and there will obviously be a correction in Feb or March that makes half of you bankrupt again. AI is still a bubble, trade wars are still not bullish and getting more oil out of the ground in Venezuela is going to take years, and even then whats the point because we should be building nuclear. I am not bear, I just won't be bull for shitty thesis. LULU still good, gold miners still good, EU Defense still good but pretty extended... what else still good? Oh yes you, person who took time to read my comment: you are good <3

cannythecat

MOH and LULU up. NVDA down. Michael Beary positions doing great

cannythecat

LULU

Independent-Tree-985

LULU up. Where my LULU bros at

A55BAG

Any chance Maduro is going to show up in LULU outfit next?

Cdecar06812

Keep an eye on LULU also showing signs of recovery with the potential of 80% recovery

Tamanaxa

So calls on LULU !

Ok_Rent5670

GOOG $400, RDDT $500, LULU $350, META $1000 by EOY plz.

Ok_Rent5670

GOOG, RDDT, META, LULU. Those are my 4 positions. Make me money!!!!

bananashakewithice

Same reason why LULU did bad. Fashion shifts

sirzoop

My top 10 are (in this order): 1. GOOGL 2. AMZN 3. NVDA 4. META 5. AMD 6. ELF 7. REGN 8. CRM 9. LULU 10. BRK.B

Happy_Discussion_536

u/OREG_Keith >What a genius?!🙄 >I hear LULU is looking for a new CEO. I'm not a genius. Far from it. My brain is probably as smooth as a bowling ball. But if I am decently ok at one thing, it is my tism' and not ignoring the very simple and obvious, even if it is distasteful. Here's two important observations that everyone knows but don't want to admit: 1. Very high fiscal deficit spending will continue. There is zero political capital and tolerance to deal with debt. 2. Fed using early warning signals like standing repo facility will keep injecting liquidity and printing money to keep reserves well above "ample". Credit spigot has and will remain wide open. Party doesn't stop. Next chair will be even more dovish. That's going to keep powering us to a much higher SPY next year.

OREG_Keith

What a genius?!🙄 I hear LULU is looking for a new CEO.

BasicZombie2714

not sure about booze, but I think consumer/retail is oversold. People are acting like the sky is falling and we're headed for some middle class die out where everyone is in the bread lines at WMT and Costco. Maybe one day, but i still see stores like LULU and TGT full of middle class women.

Tomato-Tomato-Tomato

I’m up 24% on LULU, call me a trap hoe

Michigan-Magic

Athletic wear brand names seem to come into fashion over 7-8 year cycles. LULU took the torch from Under Armour. Feels like Hoka may have taken the torch as the new trendy workout gear.

crazybutthole

Check out FIGS - FIGS sells the LULU-LEMON version of scrubs for doctors and nurses (and doctors and nurses love 'em - and oh by the way - nurses and doctors can afford the quality products) Source - my wife works at a hospital and she said "everyone loves figs!" (except the fat girls) - They are sort of form fitting, compared to normal scrubs(Walmart brand) which are boxy and forgiving to "full figured" women....there's plenty of fit nurses around USA. If you have a tiny bit of faith in LULU-LEMON - you should have a few shares in FIGS

rbwlines

It has been on my watch list for last 6 months. I love LULU clothes. Though the company is going through some leadership changes I do believe their worst days are probably behind for now. It’s still an insanely popular brand with very high margins. Consumers in the US aren’t not feeling great and tariffs didn’t help the company either, once these factors change, LULU should see growth once again.

thenoodleincident18

I’m counting on LULU being oversold. Still very popular in the US, but I don’t see much growth in the US, counting on foreign growth for the rebound.

Nutcase168

how much of TTD's growth is sustainable with the way the advertising landscape keeps shifting? I've been burned before holding onto tech names that looked great on paper but couldn't adapt fast enough. Also LULU being down 45% is wild to me. I feel like every other person I know still wears their stuff but I guess athleisure competition has gotten brutal. Anyone actually holding DUOL? The growth numbers look insane but I don't know anyone who's kept up a Duolingo subscription long-term (myself included lol)

Bravadette

It's 2050, and the Water supercycle will lead to massive growth in LUNR. Asteroid water will be sexier than LULU.

Regular_Figure_8008

Big holder of LULU here we gonna moon in 2026

JimmyMcTrade

Going from atheist to religious so I can pray for ONDS, PATH, LULU, RedCat and RedWire to moon.

AgentSmith667

LULU Reason: Elliot Asset Management and Michael Burry are both bullish on this name. The stock is down 40% YTD. The founder is pushing for a board change and also Elliot wants the company to bring a new CEO that can turn things around. Another reason is I love seeing women with big rear ends wear them <3

becuziwasinverted

I’ll comment tickers $LULU $NKE $TTD $ADBE $PYPL

Tomato-Tomato-Tomato

No. It’s still expensive after a significant down cycle, toothless leadership doing nothing. It’s Underarmor status until the winds of fashion start blowing in another direction. Would be a different story if it was cheap and they were doing anything from a business lens, like LULU and their Amex deal, for example.

Boring_Clothes5233

Already bought UAA and LULU, so might get more CMG.

Safrel

Your source: a LULU person working stock at the Glendale mall

Cantthinkofacoolnam

Load up on LULU puts. Thank me later. Inside information. This will dump.

Cantthinkofacoolnam

!banbet LULU 205 4d

cannythecat

Market is saying we'll still have LULU leggings during WW3.

fomoandyoloandnogrow

LULU can run another 50% upside if they just bring back see through yoga pants. All men will worship the LULU if they do that

Diamondhands4dagainz

MU = Green, ANF = Green, RKLB = green, LULU = green, TSMC = green, INTC = green, ASTS = green, LUNR = green, AMZN = green. SK Hynix = bigly green and almost back at ATH Wtf

Tomieez

My wife will be mad if the founder kills LULU, and sad wife is a sad life

1foxyboi

What stocks to buy if I'm bullish on wide spread sweeney cheeks? $LULU??

Capable_Wait09

What are the other big names from the top 5 that led to 53%? The most common names I remember are ASML, NVO, LULU, PYPL, and GOOGL. Only Google really made sense to me. Unless you’re using a specific thread where lots of infrequent users commented (like me) so higher performing stocks were overweighted as a result? Like I never see PLTR mentioned in that sub except negatively or ironically as a “degenerate stock”.

FindingZen4

Selling LULU here

jaajaajaa6

A few things that are not reflected in the first post that were not relevant to what I like going into 2026, but did contribute to the returns. - Not everything was owned on Jan 1 and the amount of shares were not constant for the whole year. - stocks like HOOD were bought a few times and some sold in the $140’s - PLTR did 2 trips to the high 100’s and some was sold the first time and bought back for the ride back to the high 100’s - I omitted stocks that were in the portfolio and already sold like BWXT and not looking to get back into. - I also own WRBY in the mid-teens but didn’t feel comfortable mentioning it because it is more of a spec play to rebound with a new strategy. Don’t feel like recommending this one like the others. - I also did two shorts in the options accts of DKS and LULU that are also not mentioned but contributed. Hope this helps provide some clarity. I have no interest in plugging anything other than sharing thoughtful content as I spend a lot of time on this daily. I am retired and spend the majority of my days doing two things - working out to keep myself and my cardiologist happy, following the markets , reading research to develop macro ideas, and laughing at Jim Cramer. Happy holidays!

JimmyMcTrade

Here's my wish list for January: PATH to $25 ONDS to $20 LULU to $225 PCT to $15 [ATRL.TO](http://ATRL.TO) to $115 and a nice booty to play with.

aesthetics4ever

You have Goldman Sachs calling the K-shaped economy more extreme, and even LULU and NKE on earnings calls saying customers are becoming more discriminatory in purchases. The sector is not one to get into just yet. Wait for better macro data.

HelpMePlease2322

You might be interested in my new ETF! It's called SLUT ETF S for STARBUCKS L for LULU U for ULTA T for TARGET! My strategy for '26 has been feverishly revealed!!!!

PossumImposter2

Why did LULU just go straight up?!

Rav_3d

Everyone looks for "bargains" in the stock market. Fact is, stocks well off their highs typically underperform for extended periods. Take a look at LULU for example. The reason is simple. All the folks like you who thought it was a "bounce opportunity" are still waiting for that bounce. Most of them are underwater and will be more than happy to get back to break-even and dump their shares. This is overhead resistance, and it faces every stock trying to make a comeback. Cheap stocks are cheap for a reason. The strongest stocks are at or near all-time highs.

Fine-Will

I see upside and backside in LULU

Altruistic-Room2683

You must be LULU to buy this

Crazy_Donkies

I don't buy clothing brands. Too cyclical. I like looking at LULU customers, however.

jrex035

Biggest gains were from precious metal etfs, NEM, RKLB, GOOGL (bought after April dip, still undervalued imo), VEU, defense etfs (EUAD, KDEF), RNMBY (bought early in year and sold in the summer), and COF. Also swing traded LULU for solid profit in the fall. Biggest loser this year was NVO but I'm bullish on it in the medium term

AluminiumCaffeine

I dont know pharma well for NVO/PFE, I dont understand how NVO is so cheap but the market seems to be set on smashing it down. NKE I dont follow closely but its tough in retail with rises and falls ala LULU. could work for sure though if it got its stride back

Dekuthegreat

My biggest gain of the year turned out to be shares of GOOG. My biggest loss was on LULU calls

S-Club-Party

LULU is still guaranteeing pre-Christmas delivery on orders made today. For this reason, I am bullish.

Jealous-Leek-5428

So it’s LULU, AAPL, and CMG all in one bowl?

Ill_Awareness6706

Every DD that says ‘next LULU’ never is

Any-Farm-1033

Every DD that says ‘next LULU’ never is

orangeyougladiator

So LULU and NKE?

Inevitable_Pin7755

Honestly this is a very aggressive but coherent portfolio. You clearly rode high beta names at the right time, especially space and AI, so 100% growth makes sense. The risk now is concentration and regime change rather than stock picking skill disappearing overnight. RKLB and ASTS are solid long term moonshots but I would not let both stay oversized. One big space bet is enough. Same with NVDA and RTX exposure to defense and AI adjacent is fine but trimming strength to fund steadier compounders is smart. CRCL, CRWV, GLXY and EOSE all fall into the high volatility narrative bucket. Great when momentum is on, brutal when it is not. If you want to beat indexes through 2028, the biggest upgrade here is mixing in boring cash machines. From your watchlist, Google and Costco make the most sense as core anchors. They smooth drawdowns and give you optionality to keep swinging at higher risk names. LULU is fine but more cyclical. HOOD and RDDT are pure sentiment trades right now so position size matters a lot. NVT and Kratos fit well with your existing themes. Oklo is interesting but still very speculative. Weekly DCA is the right move. I would DCA into 2 or 3 high conviction names max and avoid constantly adding new tickers. Too many positions quietly turns into an index with extra risk. Overall you are doing well. The main improvement now is risk management, not finding the next rocket.

Dew2508

Did your LULU position win

BBpigeon

Up 32% thanks to ASTS RDDT PL LULU META and some swing trading the healthcare and drone sectors. Hoping next year AMZN does something

TomorrowSavings7579

I welcome you the newest ETF SLUT. EVERY SLUTS NEEDS IN ONE ETF. STARBUCKS LULU LEMON ULTA BEAUTY TARGET BUY NOW!!

lies_are_comforting

I was right about LULU and in NKE’s case I was off by 5 %.

bearhunter429

#Took profits in LULU and AirBNB and bought the dip in AVGO and AMZN LMAO🤌

meNriveBabylon

LULU is miles better than Nike. Women love shopping cloths just for fun. And also the loss of dollar value raises their revenue in the overseas markets.

bearhunter429

#MU and LULU saved the day LMAO🤌

FamiliarFix5160

See the news: [LULU](http://aimytrade.io/ticker/LULU)

goinshort

You're asking reddit? Everyone here was screaming sell and that LULU is a dead company two weeks ago.

Hypo_E

Their proposed CEO choice is... uninspiring. CFO type that fits your description here. Fortunately, Chip Wilson owns a lot more LULU than Elliot and certainly has more sway in general.

bearhunter429

#Finally can offload my LULU bags after holding them for months LMAO🤌

slimkay

Worth pointing out that Elliott took an activist stake in $HON a year ago, and despite $HON splitting itself up as Elliott suggested, the stock barely moved from the level at which Elliott's involvement was made public. Elliott bought the $LULU dip weeks/months ago and is potentially going to start unwinding its position over the coming weeks/months as shares gone up 30-40% from trough.

MaxEhrlich

I did the same with MU and LULU, I made it back to where I was last week and now I feel blessed to put this shit away…for now

callsonreddit

My imaginary LULU calls are gonna print so hard

the-real-batman3

if I bought 100 shares of LULU instead of selling a put I’d be up 7k instead of $900…F

Diamondhands4dagainz

Market is insane, look at MU LULU ANF, they literally haven’t stopped pumping the last month. MU is basically back at ATH. Whole dip erased. This is nuts

joebeau99

LULU Christmas pump is real

Professional_Con_007

What the LULU is going on with lemon 

OREG_Keith

I’ve been telling you 🤡s in here for 2 months about LULU’s turn around story. They are pulling up their pants.

Honest-Handle-7282

LULU my beloved

JimmyMcTrade

My LULU calls are saving me from myself!

kananishino

Imagine not buying the LULU dip

Diamondhands4dagainz

LULU has been insane in the last month. Everything has been pumping. Look at ANF, LULU, MU lmao

TJMBeav

LULU should be fined forceach pair of L stretch pants it sells. My god women, cover that shit up

kananishino

!banbet LULU 180 2M

hungover247365

Ok how is LULU pumping when consumers are supposedly heading into "recession"?

Fancy_Cattle_5914

So is NKE gonna LULU today or what?

kananishino

fucking LULU

cannythecat

#LULU bears can't fit in leggings

cripky

LULU made me the man I am today

IllustriousLetter898

That's because Blue Owl canceled the OCI DC in Michigan. Someone pulled the first OPENAI thread. Market looks to rebound on a core cpi, over or under, even if it comes in cool, is there a green light on AI plays. Maybe not IMO. Friday, triple witching day with more than STX, WDC, ON, GFS, LULU, CDW, Incl rebalancing. Nvda, msft, tsla, Google, and Apple rebalancing. Nasdaq - 1% Friday.if tomorrow is a rebound. If so TSLA moonshots, but Im guessing TSLA $440. MDB short alert if Orcl doesn’t buy. Not financial advice. Only for amusment purposes from a well regarded deginerate

callsonreddit

LULU leaps!

After_Working_6499

LULU 🚀

Ok_Rent5670

LULU carrying my portfolio in December. Lmfao

plznodownvotes

Reversing retarded Redditors and buying 335 shares of LULU at $188 was the play

kananishino

LULU Ass is back in business bois.

amanj41

Why the fuck did I sell that LULU call against my LEAP

PossumImposter2

I would like it on the record that I said at 183 LULU is the stock to buy I have never been right about anything before so this feels really good. I sold it at 184 and bought NFXL at 102

kananishino

Mango about to announce LULU is doing a partnership with the military

Heineken_500ml

No one can save LULU. Their stuff is overpriced

Me-Regarded

I just made $3.42 trading 1 share of LULU. Somehow I feel slightly better